Latest Institutional Sells of Wisdomtree Tr (DTH)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DTH) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-470- 5.68% |
$17K - $18.3K
|
7.8K
$299K
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-26- 0.03% |
$940 - $1.01K
|
82.4K
$3.16M
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$687 - $741
|
10.1K
$388K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-821- 1.97% |
$29.5K - $32.1K
|
40.9K
$1.57M
|
|
Q4 2022 | |||||||
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-420- 5.46% |
$12.6K - $15.3K
|
7.27K
$279K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-35.4K- 23.26% |
$1.06M - $1.26M
|
117K
$4.48M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-2.53K- 77.04% |
$76.2K - $90K
|
755
$29K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-503- 6.99% |
$15.1K - $17.9K
|
6.7K
$257K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.32KClosed |
$184K - $214K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.31KClosed |
$184K - $213K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.07KClosed |
$175K - $204K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-346Closed |
$12K - $13.9K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 5.06% |
$5.53K - $6.43K
|
3K
$115K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-115- 0.29% |
$3.98K - $4.62K
|
39.5K
$1.52M
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-720Closed |
$26.6K - $29.7K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.9KClosed |
$880K - $933K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-626- 93.85% |
$23.1K - $24.4K
|
41
$1.57K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-548Closed |
$20.2K - $21.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$7.37K - $7.81K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-77.9KClosed |
$2.95M - $3.16M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-5.35KClosed |
$203K - $217K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.34KClosed |
$202K - $217K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.77KClosed |
$347K - $366K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.31KClosed |
$271K - $292K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.34KClosed |
$235K - $253K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.02KClosed |
$223K - $240K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4Closed |
$148 - $159
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$789K - $946K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11.9K- 53.1% |
$376K - $451K
|
10.6K
$405K
|
|
Q3 2020 | |||||||
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.8KClosed |
$1.71M - $1.87M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-300Closed |
$9.72K - $10.6K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-164Closed |
$4.62K - $5.85K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.37KClosed |
$164K - $270K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.19KClosed |
$82K - $135K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.98KClosed |
$76.6K - $126K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.89KClosed |
$48.7K - $80.1K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.48KClosed |
$38.1K - $62.7K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-1.01KClosed |
$25.9K - $42.6K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-255Closed |
$6.57K - $10.8K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 18, 2019
Q3 2019
|
Lantz Financial LLC
|
SELL
|
- |
-10.6KClosed |
$413K - $425K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-6.84KClosed |
$265K - $273K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34KClosed |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.91KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.52KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.54KClosed |
N/A
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.94KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-456Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-835Closed |
N/A
|
0
$0
|